Basic Up to £70k Package Paraplanning Full client portfolio with on-going advice fees due to retiring advisor
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from leads from the accountants.
Resource Matters have been retained by this well known National Company to recruit an experienced Independent Financial Advisor to work with a firm of local accountants.
Looking to replicate growth across their other service lines, our client is seeking a multi-talented financial planner who can help lead, grow and build a successful financial advisory arm.
BWD are supporting an multi office and expanding professional services firm in their search for a Head of Financial Planning.
The initial focus of the role will see you inherit and develop an existing client base, alongside this you will help nurture internal relationship with key stakeholders who can offer access to wealthy business and personal clients.
Financial Planning Administrator - Leeds, hybrid - up to around £30K plus excellent company benefits
Our client are a highly reputable Financial Planning organisation with offices across the UK.
We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Leeds office.
Our client is an Independent Financial Planning firm with offices in Wakefield.
C.£40,000 basic (DOE), plus basic and benefits
They are looking for an experienced paraplanner, who is happy to work alongside an established and experienced team supporting the Financial Advisors, while progressing as a financial advisor.